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How to add a Parent Territory in the Territory Management App?
Updated on May 13, 2020 03:33AM by Admin
- In the CRM section in Apptivo, select Territory Management App.
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- In the Territory Management App, select Create from the left panel.
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- On selecting create, the Create Territory page will come into view. Add the information related to the territory.
- To add a parent territory, select the search icon in the Parent Territory field.
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- The Territory: Search and Select popup will appear. Select a territory.
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- The selected territory is added as a parent territory.
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- On selecting create, a new territory is created with the selected parent territory.
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